Portfolio Rebalancing & Portfolio Management

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Portfolio

Rebalancing & Management

Mangla Consulting

Portfolio Rebalancing

We take over and manage the existing portfolio of clients in which we analyze the existing portfolio and in case our team needs to do some change in the existing portfolio we suggest & help our client to do that.

Portfolio Management

Our team plan & Design client’s financial portfolio after collecting data from the client and after having details discussion and risk assessment. So that our client can achieve his desired goal. All portfolios have to be tracked which our team does and in case team feels to have any change in any fund we intimate and help our client to do that.

Purpose of Portfolio Planning.

  • Wealth Builder
  • Retirement Plan
  • Children Gift Plan
  • Wealth Accumulation
  • Tax Saver
  • Regular Income Plan
  • Short-term Plan